Templates Library
Forms, agreements, trackers, and reusable documents — all in one place.
ICA Request Form
Request an Individual Consultant Agreement for freelancer engagements
Vendor Agreement Request Form
Request a vendor agreement for companies providing services to IN
NDA Request Form
Request a Non-Disclosure Agreement for client or vendor confidentiality
Updated/Extended Scope Request
Request changes to an existing contract scope or extension
HR Questionnaire
Worker classification questionnaire for determining 1099 vs W2 status
3rd Party Agreement Review
Submit third-party agreements for legal review and approval
3rd Party Agreement Review (Non-Standard)
Submit non-standard third-party agreements for legal review
RFP Qualification + Priority Assignment Tool
Score and prioritize incoming RFP opportunities
Talent Engagement Agreement
For contracting directly with talent
Unpaid Talent Engagement Agreement
For talent not receiving a fee but may have incidentals/travel/likeness usage
Talent Engagement Agreement (Loan Out)
For hiring talent through an agency or their own company
Appearance and Photo Release Form
For events, brand ambassadors, etc.
Filming/Notice of Photo Consent
Posted at live events notifying participants of filming and consent to use
Parent Consent Form
Required for anyone under 18 for likeness usage
Production Schedule Template
Template for load-in, operational, and load-out scheduling with staff assignments
Production Staffing Plan Template
Template for assigning leads and supports to vendors and activation elements
Production Addendum Deck
Slide templates for production-specific project elements
Brief Digest Form
Standardized form for summarizing client RFP briefs for internal teams
Q&A Document Template
Template for tracking client Q&A during RFP process
BD Monthly Report
Quarterly BD reporting template for leadership
2026 Budget Tool Template
Master budget tool with OOP tracking and forecasting tabs
Sample COI
Sample Certificate of Insurance for reference
Hiring/Onboarding Guide Deck
Presentation guide for hiring and onboarding new team members
Approvals and Signature Authority Deck
Reference deck for who can approve and sign agreements
Internal Debrief Template
Post-event debrief template for capturing learnings across planning, resourcing, budget, and vendors
Expense Report Template
Template for tracking personal reimbursement expenses with receipt linking
Kickoff Checklist Template
Comprehensive project kickoff checklist covering admin, contracting, production, creative, and client management
Partner Briefing Template
Template for communicating logistics requirements and creative asset needs to activation partners
Onsite Staffing Plan Template
Template for building multi-day, multi-shift staffing plans with role assignments and shift structures
BA Training Guidebook Template
Template for creating brand ambassador training manuals with station assignments and talking points
Handoff Document Template
Template for transitioning projects from BD/pitch phase to active production
Permitting Tracker Template
Centralized tracker for managing permits across multiple markets